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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Dunhill Financial
London,
United Kingdom
| USD 215 M | +USD 20.3 M | +10% | 0.14% | 58.6% | 983 | 12.11% | 0.8 |
|
| 5427 |
5427
Mirabaud Asset Management
London,
United Kingdom
| USD 215 M | -USD 27.4 M | -11% | 3.34% | 136% | 47 | 10.64% | 0.8 |
|
| 5428 |
5428
Genesee Capital Advisors
Auburn,
New York
| USD 215 M | +USD 7.31 M | +4% | 4.07% | 107% | 135 | 17.04% | 1.7 |
|
| 5429 |
5429
Caldwell Sutter Capital
Sausalito,
California
| USD 215 M | +USD 318 k | +0.1% | 1.03% | 85.9% | 930 | 5.91% | 1.6 |
|
| 5430 |
5430
St. Johns Investment Management
Jacksonville,
Florida
| USD 215 M | +USD 2 M | +0.9% | 1.4% | 91.9% | 257 | 24.12% | 5.6 |
|
| 5431 |
5431
First Financial Corp
Terre Haute,
Indiana
| USD 215 M | +USD 5.14 M | +2% | 1.01% | 95.3% | 473 | 22.62% | 6.1 |
|
| 5432 |
ERFOTCOFW
5432
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| USD 214 M | -USD 4.77 M | -2% | 4.54% | 30.5% | 11 | 9.09% | 1.8 |
|
| 5433 |
HCM
5433
Hall Capital Management
Barrington,
Rhode Island
| USD 214 M | – | – | 0.23% | – | 101 | – | 6 |
|
| 5434 |
5434
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| USD 214 M | -USD 704 k | -0.3% | 1.7% | 82.3% | 146 | 0.68% | 3.6 |
|
| 5435 |
5435
Act Wealth Management
Plano,
Texas
| USD 214 M | -USD 11.6 M | -5% | 0.52% | 70% | 53 | 20.75% | 2.3 |
|
| 5436 |
TSM
5436
Two Star Manager
Miami Beach,
Florida
| USD 214 M | +USD 7.07 M | +3% | 7.31% | – | 20 | 25% | 0.7 |
|
| 5437 |
5437
BCR Wealth Strategies
Vestavia,
Alabama
| USD 214 M | +USD 1.91 M | +0.9% | 2.52% | 45.1% | 26 | 7.69% | 2.1 |
|
| 5438 |
5438
Eastover Investment Advisors
Charlotte,
North Carolina
| USD 214 M | +USD 206 k | +0.1% | 4.05% | 105% | 48 | 6.25% | 2.8 |
|
| 5439 |
5439
Verisail Partners
Chamblee,
Georgia
| USD 214 M | – | – | 3.32% | – | 34 | – | 0 |
|
| 5440 |
5440
GeoSphere Capital Management
Miami Beach,
Florida
| USD 214 M | +USD 80.3 M | +60% | 12.1% | 446% | 55 | 72.73% | 0.4 |
|
| 5441 |
5441
Veridan Wealth
West Linn,
Oregon
| USD 213 M | – | – | 1.48% | – | 82 | – | 0.4 |
|
| 5442 |
5442
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 213 M | +USD 23 M | +12% | 0.72% | 63.8% | 105 | 16.19% | 3.7 |
|
| 5443 |
5443
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| USD 213 M | +USD 8.18 M | +4% | 0.62% | 72.1% | 76 | 14.47% | 1.8 |
|
| 5444 |
5444
Evergreen Private Wealth
Greenwood Village,
Colorado
| USD 213 M | -USD 2.28 M | -1% | 0.15% | 80.2% | 217 | 11.52% | 0.9 |
|
| 5445 |
5445
Christensen King & Associates Investment Services
Richland,
Washington
| USD 213 M | +USD 840 k | +0.4% | 0.3% | 57.9% | 100 | 9% | 1 |
|
| 5446 |
5446
Socha Financial Group
Corning,
New York
| USD 213 M | -USD 17.2 M | -7% | 2.42% | 88.4% | 28 | 28.57% | 1.8 |
|
| 5447 |
5447
One William Street Capital Management
New York
| USD 213 M | -USD 71.2 M | -25% | 5.43% | 44% | 5 | 60% | 0.1 |
|
| 5448 |
5448
Cook Wealth
Raleigh,
North Carolina
| USD 213 M | +USD 14.2 M | +7% | 0.58% | 7.36% | 56 | 5.36% | 1.8 |
|
| 5449 |
5449
Reliant Wealth Planning
Louisville,
Kentucky
| USD 213 M | -USD 17.7 M | -8% | 1.22% | 39.4% | 30 | 20% | 1.2 |
|
| 5450 |
BIA
5450
Bigelow Investment Advisors
Portland,
Maine
| USD 213 M | -USD 11.1 M | -5% | 0.24% | 75.7% | 157 | 8.28% | 4.5 |
|